Epic Real Estate

What Epic Real Estate does

Epic Real Estate, operating under the trade name Epic Real Estate Triage, is a Los Angeles-based private real estate concierge founded in 2008 that targets individual home sellers, buyers, and real estate investors. The firm positions itself as an expert advisory layer between consumers and the broader real estate professional ecosystem, providing strategy, education, and access to a vetted network of real estate specialists rather than acting as a brokerage itself. Its go-to-market is direct-to-consumer, with engagement initiated through consultation-style booking and inquiry intake flows and supported by top-of-funnel content (blog, FAQ, podcast guest appearances) and a mid-funnel partner referral network.

The platform consists of a unified suite of twelve interconnected products and tools. Core service offerings include Agent Match (connecting clients with vetted agents), Private Client (a premium concierge tier), Prescription (tailored strategic recommendations), and Audit (transaction or property review). Supporting tools comprise an Analytics Dashboard for market insights, a Cost Basis Calculator for investment tax basis, and a Generate Assets utility for producing real estate-related documents or marketing material. Content layers include Foundation (foundational methodology resources), Blog, and FAQ. Underlying core technology is not specified in the source; no APIs, SDKs, integrations, or AI capabilities are disclosed. Distribution is handled through content marketing channels and a Partner Network with a structured Partner Application onboarding flow.

The business model is rooted in concierge advisory services delivered to consumers, with revenue described in the source as subscription- or transaction-based recurring streams from advisory engagement and partner network access. Pricing is not publicly disclosed and operates on a quote-based engagement basis. The company is privately held, founder-led by Matt Theriault (Founder & Chief Strategist) and Mercedes Torres (Co-Founder & Portfolio Architect), with an employee base of 1–10. There are no disclosed funding rounds, parent companies, mergers or acquisitions, regulatory actions, or enterprise customer logos, and the firm operates a single-country, domestic (Los Angeles, United States) footprint with no stated geographic restrictions or global footprint claims.

Name

Epic Real Estate

Website

https://epicrealestate.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Epic Real Estate is a Los Angeles-based private concierge founded in 2008 that provides real estate strategy, education, and access to a vetted specialist network for individual home sellers, buyers, and investors across the United States.

Ownership category

akta.pro rank

Product category

Real Estate Advisory Services

NAICS

Offices of Real Estate Agents and Brokers (53121), Offices of Real Estate Agents and Brokers (531210), Offices of Real Estate Agents and Brokers (5312)

SIC

Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

akta.pro secondary industries

Residential Real Estate Brokerage (Buy/Sell) (FSAEAJAA), Buyer Representation Services (BPAJAAAJ)

Keywords

• Real estate advisory
• Real estate concierge
• Property investment strategy
• Home buyer services
• Real estate education

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Concierge Advisory Services: Private concierge service providing expert strategy to home sellers, buyers, and investors. Revenue appears to be generated through advisory fees, likely subscription or transaction-based for connecting clients with a vetted network of specialists.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Epic Real Estate operates as a private concierge service for individual home sellers, buyers, and investors, providing expert real estate strategy and connecting clients to a vetted network of real estate specialists. Services are delivered through consultation-based interactions and include agent matching, audits of real estate transactions, tailored strategic prescriptions, premium private client advisory, and educational content.

Product overview

Epic Real Estate operates as a private concierge platform for home sellers, buyers, and investors, providing expert strategy and access to a vetted network of specialists. The platform consists of a unified suite of services including Agent Match for connecting clients with vetted real estate agents, an Analytics Dashboard for market insights, a Cost Basis Calculator for investment analysis, and Private Client services for premium personalized support. Additional offerings include Audit services for transaction review, Prescription for tailored strategic recommendations, and a Partners network providing access to specialists. The platform also includes content resources through Foundation and Blog, along with support tools like FAQ and a booking system for consultations.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Client Premium concierge services for high-value home sellers, buyers, and investors requiring personalized expert strategy and exclusive access to specialists.
• Agent Match A matching service that connects home sellers, buyers, and investors with vetted real estate agents from the company's network.
• Audit A review or assessment service for examining real estate transactions, processes, or property conditions.
• Prescription Strategic recommendations or action plans tailored to client real estate needs, providing expert guidance and customized solutions.
• Partners Network Access to a vetted network of real estate specialists including agents, investors, and service providers for clients of the concierge service.
• Cost Basis Calculator A financial calculator for determining the cost basis of real estate investments for tax and accounting purposes.
• Analytics Dashboard A data visualization and reporting platform providing insights for clients on real estate transactions and market trends.

Segments1 record

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Vetted Network of SpecialistscoreOthersThe company maintains a vetted network of real estate specialists including agents, service providers, and industry professionals. The partner network is accessible through the company's private concierge service. Partners can apply through the Partner Application page.

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Compass: Large tech-enabled real estate brokerage offering concierge-style agent services across major U.S. metros. Comparable premium client experience and concierge positioning, though much larger in scale.
• Redfin: Tech-enabled residential brokerage and search portal. Overlaps with Epic Real Estate's buyer/seller services and partner-agent fulfillment, though at vastly different scale.

Direct peers

• HomeLight: Agent-matching platform connecting buyers and sellers with top-performing real estate agents. Closely comparable to Epic Real Estate's Agent Match and vetted-network value proposition.
• Tom Ferry International: Real estate coaching, training, and education business for agents and investors. Comparable content-and-strategy motion, particularly the educational/training layer of Epic Real Estate.
• Clever Real Estate: Concierge-style agent matching service with buyer rebates and seller advisory. Comparable buyer/seller concierge model and curated agent network.
• BiggerPockets: Real estate investing education platform with podcasts, forums, calculators, and a partner/pro directory. Most directly comparable to Epic Real Estate on the content-and-tools-for-investors motion and audience.

Emerging players

• Mashvisor: Real estate investment analytics platform with comparable market analysis and property-level tools. Overlaps with Epic Real Estate's Analytics Dashboard and investment-focused advisory.
• Roofstock: Online marketplace for single-family rental investment properties with analytics and tools for investors. Comparable investor-focused tools and educational content for the investor segment of Epic Real Estate's audience.
• Rich Dad Education: Real estate investing education brand built around founder content and partner events. Comparable content-driven motion to Epic Real Estate's Foundation/Blog/Podcast stack.
• Agent Pronto: Agent-matching service that connects consumers with vetted real estate agents. Directly comparable to Epic Real Estate's Agent Match and curated-network offering at smaller scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Epic Real Estate